CUSIP 464287770U.S. FIN SVC ETFIYGQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Riverfront Investment Group, LLC | 1.45M | $133.67M |
| 2 | Envestnet Asset Management Inc | 1.33M | $122.61M |
| 3 | Morgan Stanley | 1.08M | $99.62M |
| 4 | Jpmorgan Chase & Co | 1.03M | $95.18M |
| 5 | Goldman Sachs Group Inc | 1.02M | $94.26M |
| 6 | Openarc Corporate Advisory, LLC | 603.1K | $55.64M |
| 7 | Sagespring Wealth Partners, LLC | 576.4K | $53.18M |
| 8 | Dynasty Wealth Management, LLC | 532.1K | $49.08M |
| 9 |
| Lpl Financial LLC |
| 479.9K |
| $44.27M |
| 10 | Bank Of America Corp /De/ | 475.5K | $43.87M |